Quarterly Review

2022 second quarter review

2022 Second Quarter Review: She loves me, she loves me not… Recession debate ad nauseum

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segments of the Economy Consumer spending (70% of GDP): In Q1 and Q2, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over year ago level and 1.24% and 0.7%, respectively over the previous quarter. Strength is still present, but the trend is down. …

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2022 third quarter review

2022 Third Quarter Review: The Economy and Financial Well-Being vs. the Federal reserve

Download the PDF copy here Executive Summary Macro-Economic Perspective Key Segment of the Economy Consumer spending (70% of GDP): In Q1, Q2 and Q3, real personal consumption expenditures (annualized) rose 4.5% and 1.8%, respectively over the year ago level and 1.24%, 0.7% and 0.6%, respectively over the previous quarter. The Institute of Supply Management (ISM) …

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quarterly review

2022 First Quarter Review: Extraordinary Influences/Inflation Concerns

Download the PDF copy here Executive Summary 2020 and 2021 were defined by extraordinary influences over the economy, namely, covid, efforts to contain it, and stupendous levels of fiscal and monetary action applied to survive the containment policies. This led to large consumer demand for goods while production of goods was significantly curtailed. There was …

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